capital markets

"Uncertainty over the scale and impact of US import tariffs has clearly hit investor sentiment in the industrial and logistics sector."

"After a good start to the year, global investment in the living sector fell in the second quarter."

"The world’s leading central bankers are congregating this week in Jackson Hole, in the US state of Wyoming, for the annual Economic Symposium, to discuss the outlook for monetary policy."

"While ‘beds and sheds’ were at the top of the wish list for most investors at the beginning of the year, it may be that ‘beds’ are favoured in a post-tariff world. The industrial and logistics sector, particularly in the US, is likely to see the most disruption from any tariff-induced slowdown in the global flow of traded goods. "

"President Trump’s ‘Liberation Day’ tariffs are set to disrupt the sense of normalcy that had descended over global industrial and logistics markets"

"The global office sector is in recovery, or at least it was. The ongoing fallout from President Trump’s ‘Liberation Day’ tariffs threaten to disrupt the fledgling recovery in the office market. In the short term rising uncertainty will have an impact on leasing activity."

"Total annual investment in commercial real estate across EMEA reached €187 billion (US$202 billion) in 2024 - a near 11% increase on 2023 - amid rising signs of positivity."

"Slowing inflation and more accommodative monetary policy should support growth across much of Asia Pacific in 2025. "